Use Cases of Totango 2025

Name: New year, new evolution of CS, new Totango
Uploaded: 2024-01-03T17:12:32.000Z
Duration: 1 min 58 s
Description: New year, new evolution of CS, new Totango

Overview

What is Totango?

Totango customer success software, now with Catalyst, helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango and Catalyst will become a unified product, following the merger in February 2024.

Learn from top reviewers

Great tool for scaling Customer Success

Rating: 10 out of 10

January 9, 2024

IncentivizedVetted ReviewVerified User

We use Totango to automate and scale all of our core processes for the Customer Success org at our company. Additionally, we use it for customer marketing/nurture campaigns, a...

Cassandra Liska

Vice-President - Customer Service

VP of Customer Success

Verse.ai

1 year of experience

Totango is to-tally great software

Rating: 9 out of 10

January 8, 2024

IncentivizedVetted ReviewVerified User

I use Totango to manage my customer account profiles. The software ensures there's a single source of truth for any need to know customer information. I log customer touchpoi...

Verified user

Account Manager

1 year of experience

Totango is a game changer for CS teams.

Rating: 9 out of 10

January 8, 2024

IncentivizedVetted ReviewVerified User

We implemented Totango to manage our Customer Success Team's accounts in a way that would help us scale and improve our relationship with customers. It gave us a platform for ...

Stephanie Butler

Analyst - Information Technology

Business Analyst

Solver Global

2 years of experience

I like totango

Rating: 9 out of 10

January 8, 2024

IncentivizedVetted ReviewVerified User

I use totango to manage my book of business, which has ranged from 250 to 700 customers. It helps me to monitor changes in customer health and remain organized. it has helped ...

Heather Lennon

Contributor - Other

Customer Success Manager

Teamwork.com

1 year of experience

The bomb in customer success software!

Rating: 9 out of 10

October 27, 2023

IncentivizedVetted ReviewVerified User

We use Totango as a customer success solution to keep track of our customer's journey from sign-up to advocacy. Before Totango, we struggled to keep track of meaningful aspect...

Bex Howell

Account Manager - Sales

Client Success

TRUSTY OAK 🌳

1 year of experience

Log in with LinkedIn to see content from your network

Return to navigation

Pricing

View all pricing

Totango

N/A

Unavailable

What is Totango?

Totango customer success software, now with Catalyst, helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango and Catalyst will become a unified product, following the merger in February 2024.

Entry-level set up fee?

Setup fee optional

For the latest information on pricing, visithttps://www.totango.com/packages

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

2 people also want pricing

Alternatives Pricing

Appy Pie

$16

per app/per month

What is Appy Pie?

Appy Pie is a diversified no-code development platform. It offers app and web development, helpdesk support, chatbot building, design features, and integration that are helpful when starting, running, or growing a business.

Startdeliver

$445

per month

Sorry, this product's description is unavailable

Return to navigation

Product Demos

Totango Customer Success Walkthrough

Navattic

Return to navigation

Features

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.5

Avg 8.8

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

8.3

Avg 8.7

6.8
API
(149) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
9.1
Integration with Salesforce.com
(173) Ratings
The software can integrate with Salesforce.com bi-directionally, allowing for data syncs, activity alerts, campaign triggers, enhanced reporting, and lead assigning.
9
Integration with Marketo
(35) Ratings
The software can integrate with Marketo bi-directionally, allowing for data syncs, activity alerts, campaign triggers, and enhanced reporting.

Customer Data Extraction / Integration

Customer data extraction / integration

8.1

Avg 8.8

Customer Success Management

8

Avg 8.6

9.3
NPS surveys
(124) Ratings
The software facilitates the creation and execution of NPS (net promoter score) surveys, and integrates the results within each customer’s profile.
6.1
Sponsor tracking
(6) Ratings
The software alerts you when a sponsor or admin user changes roles or leaves the company. The software may track this through LinkedIn integration or changes in the user record in your product.
7.9
Customer profiles
(251) Ratings
The software unifies and presents all customer data in one place, so customer success managers can track the health of each of their customers.
9
Automated workflow
(240) Ratings
The software allows you to set up automated actions, alerts or tasks to be triggered by particular changes in customer data.
7.6
Internal collaboration
(226) Ratings
The software allows members of your team to communicate and leave notes about any customer issues.
7.5
Customer health scoring
(253) Ratings
The software allows you to build rules for scoring customer health based on customer data and actions, much like lead scoring for marketing.
8.6
Customer segmentation
(243) Ratings
The software allows you to segment customers by particular attributes, e.g., onboarding customers vs. legacy customers.

CSM Reporting & Analytics

Reporting & Analytics specific to customer success management

8.2

Avg 8.5

8.3
Customer health trends
(243) Ratings
The software allows executives to view customer health trends over time.
8.7
Engagement analytics
(229) Ratings
The software allows you to track and report on how your customer base overall is using your product to surface insights such as how feature adoption correlates with customer retention.
7.6
Revenue forecasting
(175) Ratings
Based on customer health trends, churn rates, etc., the software can predict revenue.
8.3
Dashboards
(237) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Return to navigation

Product Details

What is Totango?

Totango is a Customer Success Platform for enterprise go-to-market teams—including Customer Success, Sales, Marketing, and Revenue—that helps them to work smarter, achieve meaningful outcomes, and refine revenue strategies through actionable insights.

By automating routine tasks and streamlining complex workflows, Totango allows teams to focus on high-impact activities. The platform boasts users among companies like SAP, Github, Schneider Electric, and Aircall. Totango supports customer engagement at every stage of the lifecycle, helping businesses enhance strategies and maximize revenue potential.

Totango Features

Show Unsupported Features

Customer Data Extraction / Integration Features

Supported: Product usage
Supported: Help desk / support tickets
Supported: Online customer community
Supported: Billing
Supported: Marketing emails

Customer Success Management Features

Supported: NPS surveys
Supported: Customer profiles
Supported: Automated workflow
Supported: Internal collaboration
Supported: Customer health scoring
Supported: Customer segmentation

CSM Reporting & Analytics Features

Supported: Customer health trends
Supported: Engagement analytics
Supported: Revenue forecasting
Supported: Dashboards
Supported: Customer lifetime value
Supported: Churn rate

Security Features

Supported: Role-based user permissions

Platform & Infrastructure Features

Supported: API
Supported: Integration with Salesforce.com
Supported: Integration with Marketo

Totango Screenshots

Screenshot of collaboration tools to manage a customer portfolio

Screenshot of a 360° view of customer health

Screenshot of the dashboard to monitor customer metrics

Screenshot of engaging in-app experiences and email campaigns to improve customer retention

Screenshot of integrated data in the Customer Data Hub

Totango Video

New year, new evolution of CS, new Totango

Totango Integrations

Totango Competitors

Totango Technical Details

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	Apple iOS

Totango Downloadables

The next generation of customer success: Four key behaviors of leading customer success (CS) teams.

Frequently Asked Questions

Totango customer success software, now with Catalyst, helps enterprise businesses and cross-functional teams accelerate customer outcomes in productivity, retention, and expansion. Totango and Catalyst will become a unified product, following the merger in February 2024.

Gainsight CS, ChurnZero, and Planhat are common alternatives for Totango.

Reviewers rate NPS surveys highest, with a score of 9.3.

The most common users of Totango are from Mid-sized Companies (51-1,000 employees).

Return to navigation

Comparisons

View all alternatives

Compare with

Reviews From Top Reviewers

View all reviews

(1-5 of 260)

Sort By *

The bomb in customer success software!

Rating: 9 out of 10

Incentivized

October 27, 2023

BH

Bex Howell

Client Success

TRUSTY OAK 🌳 (Human Resources, 1-10 employees)

Vetted Review

Verified User

1 year of experience

View profile

Use Cases and Deployment Scope

We use Totango as a customer success solution to keep track of our customer's journey from sign-up to advocacy. Before Totango, we struggled to keep track of meaningful aspects of the client relationship, and Totango has provided us with a solution. Now we can easily manage a high-touch customer experience for clients at every stage of the customer journey.

Great tool for scaling Customer Success

Rating: 10 out of 10

Incentivized

January 09, 2024

CL

Cassandra Liska

VP of Customer Success

Verse.ai (Computer Software, 51-200 employees)

Vetted Review

Verified User

1 year of experience

View profile

Use Cases and Deployment Scope

We use Totango to automate and scale all of our core processes for the Customer Success org at our company. Additionally, we use it for customer marketing/nurture campaigns, account health scoring, data and insights and customer surveys.

Totango is a game changer for CS teams.

Rating: 9 out of 10

Incentivized

January 08, 2024

SB

Stephanie Butler

Business Analyst

Solver Global (Computer Software, 51-200 employees)

Vetted Review

Verified User

2 years of experience

Use Cases and Deployment Scope

We implemented Totango to manage our Customer Success Team's accounts in a way that would help us scale and improve our relationship with customers. It gave us a platform for organizing data, and keeping track of all of our touchpoints, as well as allowed us to centralize communication and collaboration. It was truly game changing.

I like totango

Rating: 9 out of 10

Incentivized

January 08, 2024

HL

Heather Lennon

Customer Success Manager

Teamwork.com (Computer Software, 201-500 employees)

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

I use totango to manage my book of business, which has ranged from 250 to 700 customers. It helps me to monitor changes in customer health and remain organized. it has helped significantly with customer outreach

Totango is to-tally great software

Rating: 9 out of 10

Incentivized

January 08, 2024

Verified User

Account Manager in Customer Service

Computer Software Company, 11-50 employees

Vetted Review

Verified User

1 year of experience

Use Cases and Deployment Scope

I use Totango to manage my customer account profiles. The software ensures there's a single source of truth for any need to know customer information.

I log customer touchpoints including emails, meeting notes, and other internal notes. I use the reminders and agenda features to keep track of to-dos. My org also has automated SuccessPlays for things like the renewal process.

Return to navigation

Totango

Appy Pie

Startdeliver

Totango Customer Success Walkthrough

ChurnZero

Fin by Intercom

Gainsight CS

Planhat

Salesforce Sales Cloud

Vitally

ClientSuccess

HubSpot Marketing Hub

CustomerSuccessBox

Freshsuccess

Custify

Strikedeck (discontinued)